David P

You have caused myself and my Trustee, to reflect on important aspects of family governance which we have not done to date. You acted as the catalyst for doing so.

As a result, I have updated my Will and Letters of Wishes to reflect and provide longer term guidance for when I am gone.

Through my interaction with you I have been able to define and begin to articulate the soft issues pertaining to preservation of family wealth – that the money is really just the means to an end but there are deeper family issues that must be addressed.

Your role in awakening the awareness has been an important milestone in creating and then preserving a family heritage for me.